Advisors using Riskalyze Select have access to powerful client engagement tools that set useful expectations and help to empower fearless investing.
Check out the categories below to see the value Riskalyze Select adds to your practice.
Next-Gen Risk Assessment
The Next-Gen Risk Assessment pairs mathematical sophistication with an elegant user experience designed to help investors truly understand the contextual relationships between investment risk and reward.
Click Here to learn more about the Next-Gen Risk Assessment.
Does an investor's risk tolerance jibe with how they're invested? A portfolio-wide Risk Number® and 95% Probability Range enable you to make investment decisions and demonstrate alignment to your prospects and clients.
Click Here to learn more about working with portfolios in Riskalyze.
Don't wonder if a client's risk preference will allow them to achieve their goals—calculate their probability and build a map to success. Illustrate the bigger picture and even uncover outside assets.
Click Here to learn more about Retirement Maps.
Run any of your client's portfolios through a market timeline and compare them to just the right benchmark to make your point. Stress test them for a variety of stock and bond market scenarios.
Click Here to learn more about Stress Tests.
Run a portfolio through a market timeline and compare it to just the right benchmark to make your point. Compare historically, or stress test for the future.
Click Here to learn more about Scenarios.
The Risk/Reward Heatmap
The Risk/Reward Heatmap pinpoints the risk contribution of individual securities in accounts, allowing you to have productive conversations about risky or concentrated positions.
Click Here to learn more about The Risk/Reward Heatmap
Effortlessly launch a remote meeting with just two clicks. Your client joins with a web browser, and there's no way to share the wrong data with the wrong client.
Click Here to learn more about Meetings.
Email Check-ins build a strong foundation to support your message between client reviews and give you an early warning signal when client psychology needs care.
Click Here to learn more about Check-Ins.
Lead Generation Questionnaire
Drop a simple link onto your website to turn it into an interactive risk analysis tool and a lead capturing machine. Leverage the powerful phrase "What's Your Risk Number?"
Click Here to learn more about the Lead Generation Questionnaire in your marketing strategies.
Investment Policy Statement
Create a roadmap for your clients with a single click. These white-labeled PDF and printed reports are intuitive to the client and reinforce your firm's brand.
Click Here to learn more about using reports in Riskalyze.
Dive into our collection of free and subscription-based models and download them into your Riskalyze account. Stay up to date on the industry's best strategies!
Click Here to log-in to your account and check out the Partner Store.
Note: To access the Partner Store in Riskalyze, click Models at the top of your screen followed by Partner Store.
Riskalyze Mobile App
The "remote control for Riskalyze" is always within reach. Check-in on clients, leads, and trades with just a few taps of your finger on any iOS or Android device.
Ready to take Riskalyze to an Elite level? Click Here to find out more about additional features contained in Riskalyze Elite like Individual Security Analysis, Detailed Portfolio Stats, Retirement Plans, an all-new Advisor Marketing Kit and more!